Compare · 3 funds side by side · dividends reinvested

BUFR, BALT and BUFD

BUFRFirst Trust×BALTInnovator×BUFDFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,756BUFR · best of the three

02 / 04

BUFR, BALT and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.9%+11.2%+14.8%+9.5%−4.6%7.5%$10.8B1.5

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.4%+9.3%+12.5%+7.5%−3.4%5.9%$2.2B1.8

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: BUFR 2020 · BALT 2021 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Buffer ETF · $10.8B$15,756

BUFR

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,532

$10,000 five years ago, dividends reinvested

BUFRMeasureBALT

+8.9%Year to dateJan 1 → Nov 9+4.4%

+11.2%1 yearTotal return+6.2%

+14.8%3 years · per year$10,000 became $15,142 · $12,502+7.7%

+9.5%5 years · per year$10,000 became $15,756 · $13,532+6.2%

0.10%Expense ratio$10 · $69 a year on $10k · lower is better0.69%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−4.6%Worst dropSmaller is better−1.2%

7.5%VolatilityLower is calmer2.7%

BUFRBALT Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2BUFR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUFR vs BALT: Top 5 Holdings

Today

BUFR

41.9%in top 5

BALT

in top 5[…]

BUFRStockBALT

8.4%FOCTnot top 5

8.4%FMARnot top 5

8.4%FNOVnot top 5

8.4%FSEPnot top 5

8.3%FFEBnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

BUFR vs BALT Returns, Every Period

First TrustBUFR

+9.5%

5 years, per year

BALTInnovator

+6.2%

5 years, per year

BUFRBALTFaded: behind in that period

4–0BUFR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

BUFR vs BALT

YTD

First TrustBUFR

+8.9%

BALTInnovator

+4.4%

+8.9%Year to date+4.4%

−4.6%Worst drop · 1Y−1.2%

7.5%Volatility · 1Y2.7%

0.0%Yield0.0%

$10.8BAssets$3.3B

2–1BALT wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUFR, BALT, BUFD

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

BUFD0.10%$10

BALT0.69%$69

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BUFR, BALT, BUFD

0.00%highest, BUFR

FundTrailing yieldYield$10k

BUFR0.00%$0

BALT0.00%$0

BUFD0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFR

BUFR$0 − $10 = −$10

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BUFR, BALT, BUFD

Today

0.0%most shared, BUFR and BUFD

BUFRBALTBUFD

BUFR—[…]0.0%

BALT[…]—[…]

BUFD0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.2%BUFR, at 7.5% volatility

BALTWorst drop−1.2%2.7% vol

BUFDWorst drop−3.4%5.9% vol

BUFRWorst drop−4.6%7.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BUFRBUFD

+8.9%Year to date+7.4%

0.0%Yield0.0%

+11.2%Past year+9.3%

0.10%Fee0.10%

2–0BUFR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026